Michael Witham, financial advisor Colorado Springs CO

Michael Witham

CRD Number: 6494196
Current Firm: Level 5 Financial, LLC

Michael Witham (CRD# 6494196) is an Investment Advisor Representative working at Level 5 Financial, LLC in Colorado Springs, CO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Level 5 Financial, LLC Colorado Springs, CO Feb 2021 - Current < 1
Pfs Investments Inc. Colorado Springs, CO Oct 2015 - Current 5
Primerica Financial Services Colorado Springs, CO Mar 2015 - Current 6
Fort Carson Fire Fort Carson, CO Apr 2002 - Current 19
Primerica Colorado Springs, CO Jun 2015 - Feb 2021 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2019
S65 NASAA Investment Advisors Law Examination Jun 2020
Contact Info for Michael W. Witham
Phone Number: (719)323-1240
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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